Everest Financial Group

Julieann Schroeder is a CFP® professional with 36 years of experience in financial advising. She is currently with Everest Financial Group and has previously worked at Securities America, Inc. and Usadvisors Wealth Management, LLC. Schroeder is president of Sincere Financial, Ltd., a non-investment-related entity, and serves as president of the Kingswood Farm Homeowners Association board. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management and financial planning services using a variety of analysis techniques and model asset allocation programs, managing accounts custodied at Charles Schwab.

John Mackimm is an investment advisor with Everest Financial Group, holding Series 63 and Series 66 credentials and over 36 years of industry experience. He has worked at Everest Financial Group since 2005 and has been involved with The Mackimm Company since 1993. Outside of advising, he serves as an arbitrator for FINRA panels. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm employs a variety of analytical techniques and model asset allocation programs to provide both discretionary and non-discretionary portfolio management, supported by scalable processes that enable a high client-to-advisor ratio.

Kevin Seales is a CFP® professional with five years of industry experience, currently serving as an advisor at Everest Financial Group. His prior experience includes roles at Merrill Lynch and Scottrade. He is also a registered representative with Osaic Wealth Inc. Everest Financial Group serves a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm employs a range of analytical techniques and model asset allocation programs to provide both discretionary and non-discretionary portfolio management, supported by scalable processes to manage a high client-to-advisor ratio.

Joseph Johnston is a financial advisor at Everest Financial Group with six years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Inc. and Securities America Advisors, Inc. He is based in Minneapolis, MN. Everest Financial Group serves a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management and financial planning services, employing a variety of analytical techniques and model asset allocation programs to support both long- and short-term investment strategies.

Paul Muscat is a CFP® professional with nine years of experience in financial advising, currently with Everest Financial Group in Minneapolis, MN. His prior roles include positions at Osaic Wealth, Securities America, Morgan Stanley, and USAA, among others. In addition to financial planning, he holds a license to sell life insurance products as part of comprehensive client financial plans. Everest Financial Group serves a diverse individual client base, including high-net-worth individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, written financial plans, and consultations, employing a range of analytical methods and model asset allocations to deliver both discretionary and non-discretionary investment management.

Christopher Kaufman is a CFP® with four years of industry experience, currently serving as a financial advisor at Great Waters Financial. His prior roles include positions at AdvisorNet Wealth Management and Kris Lindahl Real Estate. Outside of finance, Kaufman is active as a musician and serves as Grants Chair for the Rotary Club of Faribault. Great Waters Financial provides portfolio management and financial planning services primarily to individual and high-net-worth clients, offering a tiered service structure and a range of investment strategies. The firm combines discretionary and non-discretionary management and maintains additional capabilities such as tax preparation and insurance services.

King Kearns is a financial advisor at Everest Financial Group with 34 years of industry experience. He holds a Series 63 designation and has worked at Everest Financial Group since 2005, also spending time at Securities America, Inc. Kearns owns an insurance agency that services life and long-term care insurance and annuities. Everest Financial Group serves a diverse individual client base, including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and investment management using a range of analytical techniques and model asset allocation programs.

Nikolas Wogstad is a financial advisor at Everest Financial Group with 31 years of industry experience. He holds the Series 63 designation and has worked at Everest Financial Group since 2005, as well as at Osaic Wealth, Inc. and Securities America, Inc. Wogstad also serves as the CFO of Everest Financial Group, overseeing the firm’s corporate financial obligations. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management and comprehensive financial planning, utilizing a variety of analytical techniques and model asset allocation programs to support both long- and short-term investment strategies.

Douglas Mock is a financial advisor with Everest Financial Group in Minneapolis, MN, holding CFP® and Series 63 credentials and bringing 41 years of industry experience. His career includes roles at Osaic Wealth, Inc. since 2024 and Securities America Advisors, Inc. from 2006 to 2024. In addition to his advisory work, he founded the Tax and Retirement Resource Center in 2010, where he educates clients on retirement planning topics such as Social Security, Medicare, and tax strategies. He also owns Doug Mock Tax Advisors, providing tax preparation and planning services. Everest Financial Group serves individual clients, high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management, written financial plans, and consultations, using a variety of analytical techniques and model asset allocation programs to deliver both discretionary and non-discretionary investment management.

Tai Hwee Diong is an investment advisor with Everest Financial Group in Bloomington, MN, holding a Series 66 designation and 25 years of industry experience. He has worked at Everest Financial Group since 2005 and has prior experience with Securities America, Inc. and Yangtze / Great Wall. Outside of advising, he assists in managing a family restaurant and operates a management consulting firm focused on strategies and insurance matters. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management and financial planning using a variety of analytical techniques and model asset allocation programs, maintaining a relatively high client-to-advisor ratio supported by scalable processes.

James Matejcek is a CFP® with 29 years of industry experience. He is affiliated with Everest Financial Group and has previously worked at Securities America, Inc. and Osaic Wealth, Inc. He is also the owner of Matejcek Financial Corporation. Outside of his advisory roles, he serves on the board of the Plymouth Civic League, which promotes community engagement in Plymouth, MN. Everest Financial Group serves a diverse individual client base, including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management and financial planning services using various analytical techniques and model asset allocation programs, managing over 2,600 clients with a team of 12 advisors.

Connie Van Ornum is a financial advisor with Everest Financial Group in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has worked with Everest Financial Group since 2014 and was previously with Securities America Inc. Van Ornum serves as a successor co-trustee for her family trust, managing responsibilities jointly with her stepsister and parents. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management through Charles Schwab custodial accounts, employing a variety of analysis methods and model asset allocation programs to implement both long- and short-term investment strategies.

Tiow Chan is a financial advisor at Everest Financial Group with 31 years of industry experience. He holds the CFP® and Series 63 designations and has worked at Everest Financial Group since 2005, as well as at Osaic Wealth, Inc. and Securities America, Inc. Outside of his advisory role, he is president of Dennis Chan Corp, providing fixed insurance and management consulting services. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management, written financial plans, and consultations, employing a variety of analysis techniques and model asset allocation programs to support both long- and short-term investment strategies.